LOYALTY MANAGEMENT · SALESFORCE
LOYALTY MANAGEMENT
by Salesforce · Authorized via Stackingo
GARTNER PEER INSIGHTS 2026
150k+ companies
LOYALTY PROGRAMS BUILT ON YOUR CRM. SAVE UP TO 35%.
Design, launch, and automate personalised retention programs natively inside Salesforce — where your customer data already lives. Salesforce list pricing is the starting point.
Stackingo gets you further.
Points, tiers + partner rewards
B2B + B2C multi-program architecture
Native Salesforce CRM integration
POS + commerce redemption APIs
AI-driven promotion targeting
Einstein AI · Flow · Marketing Cloud
FOUR REASONS WHY BUYERS CHOOSE STACKINGO
MORE THAN A DISCOUNT — A SMARTER
WAY TO BUY SOFTWARE.
35%
Average Cost Savings
Below OEM list price, structured within authorized programmes.
+
Advisory Included
Module fit, sizing & tier optimisation reviewed before quote.
1doc
One Commercial
Multi-region, multi-vendor stack on a single agreement.
25%
Renewal defence
Every cycle re-priced — never auto-renewed at list.
BUYER INTELLIGENCE
WHAT YOU SHOULD KNOW BEFORE
BUYING.
Six things experienced IT buyers wish they'd known earlier — plus the analyst evidence behind the OEM's market position.
01
Org edition gates loyalty activation
Loyalty Management requires Enterprise or Unlimited Edition. Professional orgs face an edition upgrade — often the largest hidden cost.
04
Einstein personalisation is an add-on
Predictive promotion targeting via Einstein needs Marketing Cloud Personalization (ex-Interaction Studio)—a separate SKU for AI offers.
02
Currency architecture is irreversible at launch
Qualifying vs non-qualifying currency split is set at program creation and can't be restructured without rebuilding the program object.
05
Multi-brand programs share one org namespace
Running concurrent brand programs in one org needs careful object separation. Poor namespace governance causes data bleed - a GDPR risk.
03
Partner rewards need external API contracts
Coalition reward redemptions need Business API integration with each partner's POS/commerce system — custom dev, not in base licence.
06
Flow automation replaces legacy Process Builder
Point expiry, tier upgrades & benefit triggers run in SF Flow. Process Builder orgs need migration before new automation.
GARTNER MAGIC QUADRANT
Customer Data Platforms · 2026
Recognised Leader — Trusted Consistently
LEADER
FORRESTER'S WAVE
Customer Relationship Management · Q1 26
Strong Performer — high growth trajectory
LEADER
ABOUT SALESFORCE LOYALTY MANAGEMENT
RETENTION PROGRAMS ENGINEERED INSIDE YOUR CRM — NOT BOLTED ON.
Purpose-built for B2C and B2B brands that need loyalty architecture tied directly to their customer data. No middleware. No syncing. Reward logic lives where the customer record lives.
Salesforce Loyalty Management structures reward logic as native CRM objects — Tier Groups, Currencies, Benefits, and Vouchers — binding member status directly to the Salesforce customer profile without requiring ETL pipelines or third-party loyalty middleware.
Program actions fire through Salesforce Flow. Redemptions sync via the Loyalty Business API to POS and e-commerce. Marketing Cloud triggers onboarding and tier-change journeys in real time the moment a member crosses a threshold.
BEST FOR
Retail&Hospitality
Multi-brand, high-volume member programs on SFDC CRM
STRONG FIT
B2B Loyalty Progs
Channel partner rebate/incentive; CRM deal tracking
REPLACES
Loyalty Platforms
Brands paying for middleware to sync CRM + loyalty data
Key Capabilities
INCLUDED IN ALL PLANS
Loyalty Object Architecture
Programs, tiers, currencies, benefits native to SF; real-time status, no sync jobs.
Dual-Currency Engine
Qualifying currency tracks tiers apart from spendable points for earn-burn models.
Flow-Driven Reward Automation
Point accrual, expiry, tiers, benefits run via Salesforce Flow; declarative, no code.
Loyalty Business API
REST APIs expose point balance, redemption, transactions to POS, apps, checkout.
Marketing Cloud Journey Integration
Tier and enrolment changes fire Marketing Cloud journeys live from loyalty states.
Multi-Program Isolation
Brands run separate loyalty programs in one org, sharing member ID and SF licence.
MORE FROM SALESFORCE
THE SALESFORCE ECOSYSTEM.
Loyalty Management deepens value when bundled with Marketing Cloud, Commerce Cloud, and Service Cloud. Consolidate multiple Salesforce Clouds on one Stackingo agreement to unlock cross-cloud partner pricing.
FREQUENTLY ASKED QUESTIONS
GOT QUESTIONS?
WE'VE GOT ANSWERS.
The questions every buyer asks before purchasing through Stackingo—pricing, licensing, what's included, and what to expect.
01
Is there a baseline discount on Salesforce Loyalty Management licences via Stackingo?
Salesforce Loyalty Management licences sourced through Stackingo carry a minimum discount of 10% below Salesforce list pricing, structured within the authorized Salesforce reseller programme.
💡
One implementation detail: Running concurrent brand programs within a single Salesforce org requires careful object separation.
02
How much comes off Salesforce Loyalty Management list price?
Most enterprises land around 35% off Salesforce list on Salesforce Loyalty Management, a figure set through the authorized reseller channel.
⚠️
Predictive promotion targeting via Einstein requires Marketing Cloud Personalisation (formerly Interaction Studio). Buyers expecting AI-driven offers out of the box will need to budget a separate SKU.
03
Why buy Salesforce Loyalty Management through Stackingo?
Going through Stackingo for Salesforce Loyalty Management locks in 10%+ savings (around 35%) and surfaces the fine print buyers miss:
Org edition gates loyalty activation
Currency architecture is irreversible post-launch
Partner-driven rewards need external API contracts
Einstein personalisation is an add-on
Multi-brand programs share one org namespace
Flow automation replaces legacy Process Builder
✓
That comes with a single structured quote across your evaluation and active renewal tracking, so nothing rolls over at full price.
04
Can Stackingo also implement Salesforce Loyalty Management?
Licensing and delivery both. The Salesforce Loyalty Management licence comes first, but the rollout is handled too — configuring Loyalty Object Architecture, Dual-Currency Engine, Flow-Driven Reward Automation, Loyalty Business API, Marketing Cloud Journey Integration, and Multi-Program Isolation.
🛠️
Choose Stackingo's own delivery team, a certified partner Stackingo coordinates, or let Stackingo gather and benchmark competing implementation bids — all consolidated into one proposal alongside the licence.
05
What is Salesforce Loyalty Management and who is it for?
Purpose-built for B2C and B2B brands that need loyalty architecture tied directly to their customer data.
Best fit · Enterprise Retail & Hospitality
Best fit · B2B Loyalty Programs
Typically replaces · Standalone Loyalty Platforms
🎯
Enterprise Retail & Hospitality — Multi-brand, high-volume member programs already
B2B Loyalty Programs — Channel partner rebate and incentive schemes requiring CRM-linked deal
Typically replaces Standalone Loyalty Platforms for Brands paying for middleware to sync CRM and loyalty data.
GET YOUR CUSTOM QUOTE
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GET A QUOTE IN 1 DAY.
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Up to 35% below list pricing
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